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Financial Client Service Representative

Adecco Chattanooga, TN

  • Expired: over a month ago. Applications are no longer accepted.
Job Description
Temporary to hire opportunity! Adecco is hiring for a temporary to hire Financial Client Service Representative position with a client in Chattanooga, TN. As a Financial Services Representative, you will support the smooth operation of a fast-paced financial planning office.
Responsibilities for the Financial Client Service Associate:
  • Assist the planning assistants, associate financial advisors, and advisors
  • Schedule client appointments and prepare agendas/forms for appointments
  • Conduct client appointment reminder calls and check-in calls on follow up items
  • Copy and track all client and practice materials including business correspondence
  • Work with home office to ensure accurate account setup and resolve issues
  • Prepare correspondence for advisor signature
  • Maintain files and records in accordance with the records retention policy
  • Perform other allowable duties as assigned by the financial advisor(s)
  • Business Management Responsibilities:
  • Coordinate marketing events, client appreciation events, and seminars for the practice
  • Implement key marketing activities including: advisor website, social media, online client experience, and local advertising and media relations
  • Manage the flow of wholesalers in the office. Submit/track any invoices for agreed upon payments
  • Provide insight and recommendations to effectively use key tools that help lead to results in practice
  • Answer unsolicited calls from prospects to schedule appointments or refer to advisor
  • Review work methods and procedures for possible quality improvements and efficiencies; implement them when appropriate
  • Client Care Responsibilities:
  • Set up and maintain client management system
  • Document client contacts/calls
  • Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
  • Conduct transaction requests as directed by financial advisor(s) and associate financial advisor(s)
  • Track client special events and make appropriate contact per established client contact model
  • Requirements:
  • Associates degree or higher is required
  • 2+ years of Financial Services experience is preferred
  • Direct attention to detail and organization
  • Effective communication with clients and other advisors/staff
  • Effective and efficient time management
  • Polite and clear phone manner
  • Ability to multi-task
  • Ability to adhere to rules and regulations as stated and required by advisor
  • Ability to support and provide guidance for compliance within the advisor's practice
  • Positive attitude and sincere willingness to constantly learn and grow

  • Click on apply now for immediate consideration for this Financial Client Service Representative position in Chattanooga, TN! After submitting your application, you will have the opportunity to schedule an immediate interview at our socially distanced recruiting center!

    Equal Opportunity Employer/Veterans/Disabled

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    The Company will consider qualified applicants with arrest and conviction records


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Chattanooga, TN



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